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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

GEV holding history

GE Vernova Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GEV overviewAll 13F holders of GEVFull Q2 2026 holdings

Shares (Q2 2026)
143,057
Value
$168.1M
% of portfolio
0.3%
Quarters held
9
Since Q2 2024
Holdings of GEV by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026143,057$168.1M0.3%+92,579+183.4%AddedHolders
Q1 202650,478$44.1M0.1%+21,763+75.8%AddedHolders
Q4 202528,715$18.8M<0.1%−2,224−7.2%ReducedHolders
Q3 202530,939$19.0M<0.1%+2,043+7.1%AddedHolders
Q2 202528,896$15.3M<0.1%+1,541+5.6%AddedHolders
Q1 202527,355$8.35M<0.1%+7,754+39.6%AddedHolders
Q4 202419,601$6.45M<0.1%+2,470+14.4%AddedHolders
Q3 202417,131$4.37M<0.1%+805+4.9%AddedHolders
Q2 202416,326$2.80M<0.1%+16,326NewHolders